We are looking for confident and result-oriented Financial Advisors to connect with prospective clients, understand their financial goals, and guide them toward suitable wealth creation and investment solutions.
Key Responsibilities
- Engage with potential customers and build professional relationships.
- Understand clients' financial objectives, risk appetites, and investment preferences.
- Educate clients about long-term wealth creation opportunities and investment planning.
- Recommend suitable financial products, including ULIPs and Mutual Fund SIPs.
- Conduct follow-ups with interested prospects and maintain regular communication.
- Assist clients throughout the onboarding and documentation processes.
- Maintain accurate records of client interactions and sales activities.
- Consistently work toward achieving individual and team targets.
Pay: ₹13,652.12 - ₹62,502.17 per month
Benefits:
Work Location: Remote
